Description
Position Overview:
We are seeking a motivated, accounting-oriented Real Estate Investment Analyst to join our dynamic investment management team. This role supports the oversight of a $1.3B diversified real estate portfolio across Canada and the United States on behalf of TELUS-sponsored defined benefit pension plans. The successful candidate will collaborate with the Portfolio Manager, Senior Consultant, and various internal and external stakeholders to drive the success of our real estate investment strategy.
Key Responsibilities:
Market Research & Strategic Analysis
Conduct economic and market research across Canadian and U.S. real estate sectors
Interpret trends and integrate research into investment strategy and recommendations
Portfolio Management
Monitor portfolio performance by tracking key metrics, reviewing quarterly financials, and analyzing variances
Support valuation processes, including appraisal reviews and internal valuations
Develop and maintain investment files, databases, and performance tracking tools to forecast returns and cash flows
Attend asset management meetings with partners and advisors
Coordinate with brokers, legal counsel, consultants, and lenders to ensure smooth execution of transactions
Compliance & Administrative Support
Maintain organized records and filings for all portfolio assets
Liaise with internal teams (e.g., Settlements, Finance, Risk, Valuations) on matters related to accounting, performance, and controls/compliance
Provide administrative support for investment entities and team initiatives
Qualifications
Education
Bachelor’s degree in Finance, Business, Real Estate, Economics, Mathematics, Computer Science, or a related field
Master’s degree or professional designation (e.g., CFA, MBA, CA, AACI, CAIA) considered an asset
Experience
2–5 years of relevant experience in real estate, finance, institutional investment, or related fields
Preferred experience in commercial real estate transactions, asset management, acquisitions, appraisal, development, leasing, or accounting
Solid understanding of the Canadian real estate market, with exposure to multiple asset classes and regional sub-markets
Technical Skills
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Strong financial modeling and analytical skills
Experience with tools such as CoStar, Yardi, or ARGUS is an asset
Core Competencies
The ideal candidate will demonstrate:
Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail
Excellent written and verbal communication skills; ability to present insights effectively
Strong interpersonal skills with the ability to build collaborative internal and external relationships
High level of organization with the ability to manage multiple priorities and meet deadlines
Proactive, self-motivated, and adaptable, with a continuous improvement mindset
A strong work ethic and eagerness to grow as a real estate professional
Strategic thinking and the ability to make data-driven recommendations to senior leadership
A collaborative team player who can also work independently and take initiative
Specialized Knowledge
Proficiency in accounting principles and financial analysis
Deep understanding of real estate fundamentals and underwriting methodologies
Familiarity with investment metrics such as IRR, NPV, and NER
Knowledge of real estate and mortgage investment structures and valuation techniques
